Programs for Businesses

Business owners can take control of their finances with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

Group Insurance

Health Insurance
Long-Term Care Insurance
Disability Income Insurance
Life Insurance

Financial Planning

Employee Financial Planning
Educational Seminars

Business Planning and Estate Planning Strategies

Buy-Sell Plans
Non-Qualified Retirement Plans
401(k) Retirement Plans

Retirement Plans

Individual Retirement Accounts (IRAs)
Simplified Employee Pension Plans
SIMPLE Plans
401(k): Owner 401(k), Roth 401(k)
403(b)(7) (non-contributory)
403(b)(1)
Pension/Profit-Sharing
Keoghs
412(E) Plan

Executive Benefits

Bonus Plans
Deferred Compensation Plans
Split Dollar Plans
Group Carve Out

Business Continuation Programs

Key Person Coverage
Buy-Sell Agreements
Succession Planning
Business Overhead Expense
Disability Buyout
Employee Stock Ownership Plans (ESOP)